EVOPOS can import sales orders through a CSV file
To Import
- Navigate to Sales\Recall
- Select the 'Sales Orders' option
- Select 'Import File' from the side menu
- Choose the options and click Ok
EVOPOS Format
Arrange the data columns into the following column order.
Column | Field | Description |
|---|---|---|
A | No | Order Number eg: 123456 |
B | Date | Eg: 31-Dec-2014 or 31/12/2014 |
C | Payment Name | Will add this text to a line on the transaction with this(eg: Paid by Paypal) if option set and not blank |
D | Will match this first to select existing Contact, if not found will create a new Contact | |
E | Full Contact Name | Will use if creating a new contact |
F | First Name | Will use if creating a new contact |
G | Last Name | Will use if creating a new contact |
H | Address 1 | Will use if creating a new contact |
I | Address 2 | Will use if creating a new contact |
J | Town | Will use if creating a new contact |
K | State/County | Will use if creating a new contact |
L | Postcode | Will use if creating a new contact |
M | Country | Will use if creating a new contact |
N | Phone | Will use if creating a new contact |
O | Part Number | If does not exist as Lookup No, Barcode No or Alternate No will add as Text |
P | Description | If Blank will use Description for above Part No (If found) |
Q | Quantity | Line Quantity |
R | Price (Incl Tax) | Unit Selling price including Tax |
Multiple lines orders need to have the same order number in the first column.